Three Sixty Wealth Management is a comprehensive financial planning and wealth management firm located in Bloomington, Illinois, serving the greater Chicagoland area. We specialize in developing customized financial plans unique to each client, providing holistic services ranging from investment advisory and retirement planning to tax and estate planning.

We are an SEC Registered Investment Advisor, serving as fiduciaries and acting in our clients’ best interests. Putting your interests first and providing objective advice and solutions is more than just our mission – it is our fiduciary duty.

Our clients are affluent families, business owners, and key executives who are dealing with complex financial issues, working to simplify their lives, and seeking a different level of tailored advice. Over the years, we have developed a reputation for serving business owners who own State Farm Agencies.

At Three Sixty, we are laser-focused on helping our clients plan every aspect of their lives – not just their personal financial matters or investments. We work well as a team; everyone is always asking how they can help. Personal relationships and connection are important to us, and trust is the basis of every relationship. In the end, it’s all about creating partnerships that thrive on transparency, accountability, and collaboration.

Our mission is to support every client in the pursuit of their goals, using our expertise to help you reach them and live your life to the fullest.

Investment advisory services offered through CWM, LLC. a SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC. is a nationwide partnership of advisors. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

Learn more at www.ThreeSixtyWM.com

Three Sixty Wealth Management

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Three Sixty Wealth Management

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